DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Compute, Storage & Networking Channel
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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D-Wave signs quantum chip manufacturing deal with SkyWater Technologies
D-Wave will work with SkyWater team in Minnesota to develop specialized chips
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Google data center strategic sourcing exec heads to OpenAI
Allyson Fealtman to focus on high-speed interconnect and rack power
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Scaleway plans GPU cluster deployments in Sweden and Copenhagen
Announced during cloud company's AI-Pulse 2026 event
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Microchip Technology updates its networking and storage products to better support AI and HPC workloads
Expanded data center portfolio will help customers address multiple infrastructure challenges, the company said
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Microsoft unveils Azure Maia 300, says chip will be its “primary inference system”
Meanwhile, Maia 200 has already been deployed across multiple geographies
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Nvidia opens up Vera Rubin rack and tray designs to OCP
MGX 1.2 spec doubles down on liquid cooling
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Nvidia gears up to smash CPU hegemony as Vera starts shipping
Dedicated ‘discrete’ processor platform segregates agentic workloads from NVL72 to boost performance
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Microsoft's senior director of AI systems hardware architecture joins OpenAI
Wilson Vu to work on OpenAI's compute architecture
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Supermicro contractor Ting-Wei “Willy” Sun pleads guilty to four counts associated with Nvidia chip smuggling charges
Charges include conspiracies to violate export controls, smuggle goods, defraud the US, and obstruct justice
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AMD unveils Helion rack to support agentic AI workloads
Company says rack is customizable, with CPU-only version available
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Photonic quantum startup Quanfluence raises $10m for full-stack architecture development
Bengaluru-based company is designing and developing its own photonic quantum hardware
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Oratomic raises $775m for development of fault-tolerant quantum computer
Pasadena-based startup emerged from stealth in March 2026
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Bitdeer expands Soluna mining agreement to 35MW
Builds on agreement announced in August
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Report: Nvidia plans to invest in inference chip startup d-Matrix
Follows reports that company was seeking to raise additional funds, targeting $5bn valuation
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ThisWay Global plans 73MW AI and HPC data center in Bryan, Texas
Will offer compute to researchers, public sector, and industry users
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PsiQuantum receives $150m conditional loan commitment from US gov’t to expand manufacturing and prototyping efforts
Funding will support ongoing expansion of company’s California factory
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GlobalFoundries signs $2bn, five-year deal with TSMC for production of advanced packaging components
GF’s Malta, NY, fab will become first US source for supply of silicon interposers
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Oracle, Broadcom, and SpaceX looking to secure ten of billions in financing to support AI compute purchases – report
Broadcom is seeking $50bn, while SpaceX is looking to secure $40bn
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Wolfspeed receives $1.5bn conditional loan commitment from US gov’t to boost domestic SiC and GaN production
Financing will also help advance a number of DoD initiatives
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DARPA announces four companies advancing to final stage of its Quantum Benchmarking Initiative
Atom Computing, Diraq, IBM, and IonQ have all progressed to Stage C of the program
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Quantum startup ZuriQ partners with Infineon for development of scalable quantum chips
Scaling QPUs for use in commercial quantum systems
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HPE launches four new AMD-powered servers as part of its ProLiant Gen13 portfolio
Will expand compute, memory, and I/O capabilities across a number of different workloads
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Quantum firm Xanadu partners with GlobalFoundries for photonic component development
Multi-year collaboration will focus on ultra-low-loss photonic design and process development
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Intel and Applied Materials to collaborate on chip manufacturing advancements
Work will take place at the companies' respective R&D facilities
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Japanese chipmaker Rapidus to establish CORE initiative to support semiconductor design and manufacturing
First phase will see launch of Design Solution Associates project
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D-Wave partners with University of Arkansas for research into supply chain-based quantum applications
Quantum firm will work with the university’s Supply Chain Management Research Center on the project
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Quantinuum partners with University of Western Australia to expand quantum computing access
University researchers will be able to access Helios quantum computer via the cloud
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Investment firm Forum Markets partners with Edge Node for US compute roll-out
JV taking on data center capacity in Dallas and North Carolina, deploying capacity at Texas cell tower